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Videos

16 August

How to Step Down as a Trustee: Key Steps Explained

Trusts, Videos, August 16, 2024

Thinking about resigning as a trustee but not sure where to start? Here you will find the common reasons why trustees choose to step down and outlines the crucial steps.

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12 August

How to Choose the Best Trustee for Your Estate Plan

Estate Planning, Videos, August 12, 2024

Curious about how to choose the best trustee for your estate plan? In this video, Christopher Small breaks down the key factors in selecting a trustee. He explains the pros.

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5 August

How Trust Planning Can Help a Spouse with Dementia

Trusts, Videos, August 5, 2024

Welcome to another insightful video by Christopher Small, owner of CMS Law Firm, where we specialize in estate planning and probate. In this video, we dive into the significant role.

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25 July

How does the gift tax work?

Estate Planning, Videos, July 25, 2024

Curious about how the gift tax affects you and your financial planning? In this informative video, Christopher Small from CMS Law Firm demystifies the gift tax process. He explains the.

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15 July

How Much Maintenance Does a Revocable Trust Need?

Estate Planning, Videos, July 15, 2024

Do revocable living trusts need maintenance? The short answer is, no, they don’t. The only time you’d ever need to take action with respect to your revocable living trust is.

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17 June

How to transfer an inherited IRA to your own retirement account.

Probate, Videos, June 17, 2024

There are very special rules when it comes to what you can do with an inherited IRA. Here’s a breakdown of how to transfer an inherited IRA to your retirement.

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27 May

Beneficiary designation or trust – Which wins?

Trusts, Videos, May 27, 2024

Beneficiary designation or trust – Which wins? At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to talk.

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23 May

How to buy a house in a trust.

Trusts, Videos, May 23, 2024

How to buy a house in a trust. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to.

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22 May

Transfer on death deed and mortgages.

Estate Planning, Videos, May 22, 2024

Transfer on death deed and mortgages. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d love to talk to.

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21 May

If you don’t know what you’re doing, don’t do it.

Estate Planning, Videos, May 21, 2024

If you don’t know what you’re doing, don’t do it. At CMS Law Firm we do estate planning and probate, and we do it well. If you need help, we’d.

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